Civic Intelligence

Marquardt Management Services Inc

990 • Fiscal year 2023 • EIN 39-1756037

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

Organization ProfileILLUMINUS.US
1045 Hill StreetWatertown, WI 53098

(920) 261-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.20x

Higher debt load relative to assets than 52% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.20x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$584,491

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$12,014,233

Up $4,656,238 (+63%) from 2022

Net Assets

Up

$9,663,548

Up $3,279,096 (+51%) from 2022

Liabilities

Up

$2,350,685

Up $1,377,142 (+141%) from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin82nd percentile

Revenue

Up

$11,705,990

Up $3,581,440 (+44%) from 2022

Expenses

Up

$8,435,905

Up $1,006,478 (+14%) from 2022

Net Income

Up

$3,270,085

Up $2,574,962 (+370%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $6,896,662Liabilities 2010: $8,372,699Net Assets 2010: -$1,476,0372010Assets 2011: $6,691,106Liabilities 2011: $6,801,113Net Assets 2011: -$110,0072011Assets 2012: $6,212,178Liabilities 2012: $6,675,561Net Assets 2012: -$463,3832012Assets 2013: $5,152,006Liabilities 2013: $6,825,503Net Assets 2013: -$1,673,4972013Assets 2014: $6,096,204Liabilities 2014: $8,032,130Net Assets 2014: -$1,935,9262014Assets 2015: $401,608Liabilities 2015: $230,502Net Assets 2015: $171,1062015Assets 2016: $952,236Liabilities 2016: $0Net Assets 2016: $952,2362016Assets 2017: $1,186,075Liabilities 2017: $301,996Net Assets 2017: $884,0792017Assets 2018: $2,775,927Liabilities 2018: $462,708Net Assets 2018: $2,313,2192018Assets 2019: $4,135,521Liabilities 2019: $337,569Net Assets 2019: $3,797,9522019Assets 2020: $5,294,318Liabilities 2020: $805,065Net Assets 2020: $4,489,2532020Assets 2021: $6,505,877Liabilities 2021: $764,020Net Assets 2021: $5,741,8572021Assets 2022: $7,357,995Liabilities 2022: $973,543Net Assets 2022: $6,384,4522022Assets 2023: $12,014,233Liabilities 2023: $2,350,685Net Assets 2023: $9,663,5482023Assets 2024: $16,937,212Liabilities 2024: $2,543,774Net Assets 2024: $14,393,4382024

Highlighted filing

2023

Assets$12,014,233
Liabilities$2,350,685
Net Assets$9,663,548
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,746,4492010Expenses 2011: $1,634,4532011Expenses 2012: $1,520,2582012Revenue 2013: $109,300Expenses 2013: $1,319,414Net Income 2013: -$1,210,1142013Revenue 2014: $917,813Expenses 2014: $1,180,242Net Income 2014: -$262,4292014Revenue 2015: $559,546Expenses 2015: $543,191Net Income 2015: $16,3552015Revenue 2016: $1,175,316Expenses 2016: $394,186Net Income 2016: $781,1302016Revenue 2017: $3,089,441Expenses 2017: $3,157,598Net Income 2017: -$68,1572017Revenue 2018: $4,322,908Expenses 2018: $2,893,768Net Income 2018: $1,429,1402018Revenue 2019: $5,144,795Expenses 2019: $3,668,920Net Income 2019: $1,475,8752019Revenue 2020: $5,476,409Expenses 2020: $4,779,585Net Income 2020: $696,8242020Revenue 2021: $7,287,760Expenses 2021: $6,063,179Net Income 2021: $1,224,5812021Revenue 2022: $8,124,550Expenses 2022: $7,429,427Net Income 2022: $695,1232022Revenue 2023: $11,705,990Expenses 2023: $8,435,905Net Income 2023: $3,270,0852023Revenue 2024: $16,932,736Expenses 2024: $12,208,899Net Income 2024: $4,723,8372024

Highlighted filing

2023

Revenue$11,705,990
Expenses$8,435,905
Net Income$3,270,085
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$11,705,990
Mission and Program Overview

Mission

Grounded in faith, we promote the health and well-being of each individual we serve.

Provide management services to marquardt village entities and to other non-profit retirement communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,601,245$5,957,315▲ $3,356,070
Investments in Publicly Traded Securities$1,580,922$1,618,884▲ $37,962
Investments Program Related$800,000$800,000→ $0
Land, Buildings, and Equipment, Net$146,939$167,198▲ $20,259
Prepaid Expenses and Deferred Charges$113,483$142,023▲ $28,540
Cash and Non-Interest-Bearing Accounts$931,206$136,165▼ $795,041
Total Assets$7,357,995$12,014,233▲ $4,656,238
Other Assets Total$1,184,200$3,192,648▲ $2,008,448
Liabilities
Accounts Payable and Accrued Expenses$973,543$1,242,421▲ $268,878
Other Liabilities$0$1,108,264▲ $1,108,264
Total Liabilities$973,543$2,350,685▲ $1,377,142
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,384,452$9,663,548▲ $3,279,096
Total Net Assets Fund Balance$6,384,452$9,663,548▲ $3,279,096
Total Liabilities and Net Assets / Fund Balance$7,357,995$12,014,233▲ $4,656,238

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$113,728$127,446$241,174
Other Land Buildings$53,470-$53,470
Investment Program Related Org$800,000--
Other Assets Org$108,951--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Keith VanlanduytSVP of Marketing & PhilanthropyPT$142,949$142,949
Lisa WhiteDirector of HospicePT$133,939$133,939

Board Members and Trustees

NameTitle
Todd FischerPresident
Mike WilkesBoard Member
Rev Bruce NelsonBoard Member
Rev Katie Van Der LindenBoard Member
Jennifer JohnsonExecutive Director-the Marquardt
Scott DettmannAsst Secretary/asst Treasu
Matthew MautheCEO
Nicole ChwalaCFO
Robert MeidenbauerSecretary/treasurer
Justin MunzelSenior VP of Commonheart
Sherry CiraSVP of Administration
Jeff HackelSVP of Hr
Michael LibbySVP of Operations
Mark PietrowiakVP of Business Development
Jeff HoffmanVP of Construction
Gary ThorpeVP of Human Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,669,755
Investment Income
$36,235
Other Revenue
$0
Change in Net Assets
$3,270,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,762,824
Other Expenses$1,673,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,700,804--$5,700,804
Other Employee Benefits$625,401--$625,401
Advertising$582,058--$582,058
Payroll Taxes$350,988--$350,988
Conferences and Meetings$225,108--$225,108
Office Expenses$153,728--$153,728
Fees for Services Other-$142,438-$142,438
Other Expenses$207,967$102,343-$102,343
Pension Plan Contributions$85,631--$85,631
Fees for Services Legal-$84,454-$84,454
Occupancy$47,755--$47,755
Depreciation Depletion$38,570--$38,570
Information Technology$31,016--$31,016
Insurance$21,778--$21,778
Interest$20,072--$20,072
Fees for Services Accounting-$8,510-$8,510
Fees for Service Investment Mgmnt Fees-$7,284-$7,284
Total Functional Expenses$8,090,876$345,029$0$8,435,905
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$1,000,000
Long Term Lease Liability - Operating Leases$81,458
Current Lease Liability - Operating Leases$26,806
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The corporation shall have a single class of voting members, and the sole member of that class shall be marquardt village, inc.”

Form 990, Part VI, Section A, Line 7A

“The member shall appoint up to eight (8) directors. The appointed directors shall be included in the total number of authorized directors, shall be entitled to vote, and shall be counted for purposes of determining whether a quorum is present.”

Form 990, Part VI, Section A, Line 7B

“The following actions may be taken only by the member amendment of the articles of incorporation, amendment of the bylaws, merger, consolidation, or dissolution, the creation of any subsidiaries or affiliates.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm and reviewed by the organization's accounting team and approved by the cfo. A copy of the 990 is provided to each board member.”

Form 990, Part VI, Section B, Line 12C

“Annually the board must attest that they do not have any duality of interest or possible conflict of interest; or they must disclose any duality of interest or possible conflict. Should a conflict arise, the person affected is asked to excuse themselves from voting.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Illuminus Inc
EIN
39-1756037
Phone
9202610400
Address
1045 HILL STREET, WATERTOWN, WI 53098

Signing Officer

Name
Nicole Chwala
Title
CFO
Phone
9202610400
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1992
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Marquardt village and all affiliates, except marquardt investments, are tax-exempt corporations as described in section 501(c)(3) of the internal revenue code (the code) and are exempt from federal income taxes on related income pursuant to section 501(a) of the code. They are also exempt from state income taxes on related income. The corporation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6552754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7207665
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8289907
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9172711
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10185741
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11155818
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12227440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13142495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14122791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15191385
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16165781
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17162038
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASST SECRETARY/ASST TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8SVP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9SVP OF ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR-THE MARQUARDT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR VP OF COMMONHEART
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP OF MARKETING & PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF HOSPICE
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF CONSTRUCTION
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011705990
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt031016
IRS990/InformationTechnologyGrp/TotalAmt031016
IRS990/InsuranceGrp/ProgramServicesAmt021778
IRS990/InsuranceGrp/TotalAmt021778
IRS990/InterestGrp/ProgramServicesAmt020072
IRS990/InterestGrp/TotalAmt020072
IRS990/InvestmentIncomeGrp/ExclusionAmt036235
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036235
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0800000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0800000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01580922
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01618884
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127446
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0146939
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0167198
IRS990/LandBldgEquipCostOrOtherBssAmt0294644
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt06384452
IRS990/NetAssetsOrFundBalancesEOYAmt09663548
IRS990/NetUnrelatedBusTxblIncmAmt0700189
IRS990/NetUnrlzdGainsLossesInvstAmt09011
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06384452
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09663548
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt047755
IRS990/OccupancyGrp/TotalAmt047755
IRS990/OfficeExpensesGrp/ProgramServicesAmt0153728
IRS990/OfficeExpensesGrp/TotalAmt0153728
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01184200
IRS990/OtherAssetsTotalGrp/EOYAmt03192648
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0625401
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0625401
IRS990/OtherExpensesGrp/Desc0UBI TAXES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0102343
IRS990/OtherExpensesGrp/ProgramServicesAmt0207967
IRS990/OtherExpensesGrp/TotalAmt0207967
IRS990/OtherExpensesGrp/TotalAmt1102343
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01108264
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05700804
IRS990/OtherSalariesAndWagesGrp/TotalAmt05700804
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0350988
IRS990/PayrollTaxesGrp/TotalAmt0350988
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt085631
IRS990/PensionPlanContributionsGrp/TotalAmt085631
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113483
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0142023
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06682126
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12541591
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2138000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08152309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13342396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2175050
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01470183
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1800805
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt237050
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022734
IRS990/PYOtherExpensesAmt01634074
IRS990/PYOtherRevenueAmt0796
IRS990/PYProgramServiceRevenueAmt08101020
IRS990/PYRevenuesLessExpensesAmt0695123
IRS990/PYSalariesCompEmpBnftPaidAmt05795353
IRS990/PYTotalExpensesAmt07429427
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08124550
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03270085
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt09361717
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ILLUMINUS HAS A SINGLE MEMBER MARQUARDT VILLAGE. MARQUARDT VILLAGE IS THE PARENT CORPORATION FOR THE GROUP THAT ILLUMINUS SUPPORTS. ALL OF THE ORGANIZATIONS HAVE A HISTORIC AND CONTINUING RELATIONSHIP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ILLUMINUS ADDED LINDENGROVE AND LINDENGROVE FOUNDATION TO THEIR SUPPORTED ORGANIZATIONS. ILLUMINUS HAD BEEN PROVIDING MANAGEMENT SERVICES TO THE ORGANIZATIONS AND IT WAS DEEMED MUTUALLY BENEFICAL FOR A MEMBER SUBSITUTION MAKING LINDENGROVE AND LINDENGROVE FOUNDATION SUPPORTED ORGANIZATIONS OF ILLUMINUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ILLUMINUS PROVIDES SUPPORT FOR OTHER NON-PROFIT RETIREMENT COMMUNITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 5A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 6:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt013
IRS990ScheduleA/SupportedOrganizationsTotalCnt013
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391126946
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1391647409
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2391324889
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3391294266
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4391940920
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5391563808
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6611517711
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7390985045
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8262512451
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9391363010
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10391667734
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11851449153
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12391958028
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,014,233
Liabilities
$2,350,685
Net assets
$9,663,548
Revenue
$11,705,990
Expenses
$8,435,905
Net income
$3,270,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$2.54$14.4$16.9$12.2$4.72
2023Detailed filing. Detailed filing data is available for this year.$12.0$2.35$9.66$11.7$8.44$3.27
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.97$6.38$8.12$7.43$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.76$5.74$7.29$6.06$1.22
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.81$4.49$5.48$4.78$0.70
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.34$3.80$5.14$3.67$1.48
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.46$2.31$4.32$2.89$1.43
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.30$0.88$3.09$3.16$0.07
2016Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$1.18$0.39$0.78
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.23$0.17$0.56$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.10$8.03$1.94$0.92$1.18$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$6.83$1.67$0.11$1.32$1.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$6.68$0.46$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$6.80$0.11$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$8.37$1.48$1.75